401k Plan data: LAW OFFICES OF GREGORY KULIS PSP plan

LAW OFFICES OF GREGORY KULIS PSP 401k Plan overview

Plan Name	LAW OFFICES OF GREGORY KULIS PSP
Plan identification number	001

LAW OFFICES OF GREGORY KULIS PSP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREGORY E KULIS & ASSOCIATES LTD has sponsored the creation of one or more 401k plans.

Company Name: GREGORY E KULIS & ASSOCIATES LTD

Employer identification number (EIN): 363810065

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF GREGORY KULIS PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GREGORY KULIS
001 2016-01-01 GREGORY KULIS
001 2015-01-01 GREGORY KULIS
001 2014-01-01 GREGORY KULIS
001 2013-01-01 GREGORY KULIS
001 2012-01-01 GREGORY KULIS
001 2011-01-01 GREGORY KULIS
001 2009-01-01 GREGORY KULIS

Plan Statistics for LAW OFFICES OF GREGORY KULIS PSP

401k plan membership statisitcs for LAW OFFICES OF GREGORY KULIS PSP

Measure Date Value
2022: LAW OFFICES OF GREGORY KULIS PSP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Total of all active and inactive participants 2022-01-01 5
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 0
2021: LAW OFFICES OF GREGORY KULIS PSP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Total of all active and inactive participants 2021-01-01 5
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 0
2020: LAW OFFICES OF GREGORY KULIS PSP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 0
2019: LAW OFFICES OF GREGORY KULIS PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 5
2018: LAW OFFICES OF GREGORY KULIS PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Total of all active and inactive participants 2018-01-01 9
Total participants 2018-01-01 9
2017: LAW OFFICES OF GREGORY KULIS PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Total of all active and inactive participants 2017-01-01 9
Total participants 2017-01-01 9
2016: LAW OFFICES OF GREGORY KULIS PSP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Total of all active and inactive participants 2016-01-01 9
Total participants 2016-01-01 9
2015: LAW OFFICES OF GREGORY KULIS PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
2014: LAW OFFICES OF GREGORY KULIS PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
2013: LAW OFFICES OF GREGORY KULIS PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
2012: LAW OFFICES OF GREGORY KULIS PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
2011: LAW OFFICES OF GREGORY KULIS PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
2009: LAW OFFICES OF GREGORY KULIS PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2022: LAW OFFICES OF GREGORY KULIS PSP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Total of all active and inactive participants	2022-01-01	5
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	0
2021: LAW OFFICES OF GREGORY KULIS PSP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Total of all active and inactive participants	2021-01-01	5
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	0
2020: LAW OFFICES OF GREGORY KULIS PSP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	0
2019: LAW OFFICES OF GREGORY KULIS PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	5
2018: LAW OFFICES OF GREGORY KULIS PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Total of all active and inactive participants	2018-01-01	9
Total participants	2018-01-01	9
2017: LAW OFFICES OF GREGORY KULIS PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Total of all active and inactive participants	2017-01-01	9
Total participants	2017-01-01	9
2016: LAW OFFICES OF GREGORY KULIS PSP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Total of all active and inactive participants	2016-01-01	9
Total participants	2016-01-01	9
2015: LAW OFFICES OF GREGORY KULIS PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
2014: LAW OFFICES OF GREGORY KULIS PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
2013: LAW OFFICES OF GREGORY KULIS PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
2012: LAW OFFICES OF GREGORY KULIS PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
2011: LAW OFFICES OF GREGORY KULIS PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
2009: LAW OFFICES OF GREGORY KULIS PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on LAW OFFICES OF GREGORY KULIS PSP

Measure	Date	Value
2022 : LAW OFFICES OF GREGORY KULIS PSP 2022 401k financial data
Total income from all sources	2022-12-31	$-182,471
Expenses. Total of all expenses incurred	2022-12-31	$160
Total plan assets at end of year	2022-12-31	$675,515
Total plan assets at beginning of year	2022-12-31	$858,146
Value of fidelity bond covering the plan	2022-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$160
Other income received	2022-12-31	$-182,471
Net income (gross income less expenses)	2022-12-31	$-182,631
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$675,515
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$858,146
2021 : LAW OFFICES OF GREGORY KULIS PSP 2021 401k financial data
Total income from all sources	2021-12-31	$104,143
Expenses. Total of all expenses incurred	2021-12-31	$130
Total plan assets at end of year	2021-12-31	$858,146
Total plan assets at beginning of year	2021-12-31	$754,133
Value of fidelity bond covering the plan	2021-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$130
Other income received	2021-12-31	$104,143
Net income (gross income less expenses)	2021-12-31	$104,013
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$858,146
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$754,133
2020 : LAW OFFICES OF GREGORY KULIS PSP 2020 401k financial data
Total income from all sources	2020-12-31	$136,603
Expenses. Total of all expenses incurred	2020-12-31	$263
Total plan assets at end of year	2020-12-31	$754,133
Total plan assets at beginning of year	2020-12-31	$617,793
Value of fidelity bond covering the plan	2020-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$263
Other income received	2020-12-31	$133,078
Net income (gross income less expenses)	2020-12-31	$136,340
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$754,133
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$617,793
Total contributions received or receivable from employer(s)	2020-12-31	$3,525
2019 : LAW OFFICES OF GREGORY KULIS PSP 2019 401k financial data
Total income from all sources	2019-12-31	$138,478
Expenses. Total of all expenses incurred	2019-12-31	$36,640
Benefits paid (including direct rollovers)	2019-12-31	$35,930
Total plan assets at end of year	2019-12-31	$617,793
Total plan assets at beginning of year	2019-12-31	$515,955
Value of fidelity bond covering the plan	2019-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$710
Other income received	2019-12-31	$138,478
Net income (gross income less expenses)	2019-12-31	$101,838
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$617,793
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$515,955
2018 : LAW OFFICES OF GREGORY KULIS PSP 2018 401k financial data
Total income from all sources	2018-12-31	$-16,975
Expenses. Total of all expenses incurred	2018-12-31	$37,869
Benefits paid (including direct rollovers)	2018-12-31	$37,669
Total plan assets at end of year	2018-12-31	$515,955
Total plan assets at beginning of year	2018-12-31	$570,799
Value of fidelity bond covering the plan	2018-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$200
Other income received	2018-12-31	$-16,975
Net income (gross income less expenses)	2018-12-31	$-54,844
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$515,955
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$570,799
2017 : LAW OFFICES OF GREGORY KULIS PSP 2017 401k financial data
Total income from all sources	2017-12-31	$108,183
Expenses. Total of all expenses incurred	2017-12-31	$200
Total plan assets at end of year	2017-12-31	$570,799
Total plan assets at beginning of year	2017-12-31	$462,816
Value of fidelity bond covering the plan	2017-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$200
Other income received	2017-12-31	$108,183
Net income (gross income less expenses)	2017-12-31	$107,983
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$570,799
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$462,816
2016 : LAW OFFICES OF GREGORY KULIS PSP 2016 401k financial data
Total income from all sources	2016-12-31	$73,968
Expenses. Total of all expenses incurred	2016-12-31	$35,120
Benefits paid (including direct rollovers)	2016-12-31	$35,000
Total plan assets at end of year	2016-12-31	$462,816
Total plan assets at beginning of year	2016-12-31	$423,968
Value of fidelity bond covering the plan	2016-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$120
Other income received	2016-12-31	$20,499
Net income (gross income less expenses)	2016-12-31	$38,848
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$462,816
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$423,968
Total contributions received or receivable from employer(s)	2016-12-31	$53,469
2015 : LAW OFFICES OF GREGORY KULIS PSP 2015 401k financial data
Total income from all sources	2015-12-31	$57,201
Expenses. Total of all expenses incurred	2015-12-31	$33,738
Benefits paid (including direct rollovers)	2015-12-31	$33,678
Total plan assets at end of year	2015-12-31	$423,968
Total plan assets at beginning of year	2015-12-31	$400,505
Value of fidelity bond covering the plan	2015-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$60
Other income received	2015-12-31	$13,773
Net income (gross income less expenses)	2015-12-31	$23,463
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$423,968
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$400,505
Total contributions received or receivable from employer(s)	2015-12-31	$43,428
2014 : LAW OFFICES OF GREGORY KULIS PSP 2014 401k financial data
Total income from all sources	2014-12-31	$35,531
Expenses. Total of all expenses incurred	2014-12-31	$9,691
Benefits paid (including direct rollovers)	2014-12-31	$9,571
Total plan assets at end of year	2014-12-31	$400,505
Total plan assets at beginning of year	2014-12-31	$374,665
Value of fidelity bond covering the plan	2014-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$120
Other income received	2014-12-31	$35,531
Net income (gross income less expenses)	2014-12-31	$25,840
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$400,505
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$374,665
2013 : LAW OFFICES OF GREGORY KULIS PSP 2013 401k financial data
Total income from all sources	2013-12-31	$114,265
Expenses. Total of all expenses incurred	2013-12-31	$120
Total plan assets at end of year	2013-12-31	$374,665
Total plan assets at beginning of year	2013-12-31	$260,520
Value of fidelity bond covering the plan	2013-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$120
Other income received	2013-12-31	$86,285
Net income (gross income less expenses)	2013-12-31	$114,145
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$374,665
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$260,520
Total contributions received or receivable from employer(s)	2013-12-31	$27,980
2012 : LAW OFFICES OF GREGORY KULIS PSP 2012 401k financial data
Total income from all sources	2012-12-31	$34,250
Expenses. Total of all expenses incurred	2012-12-31	$100
Total plan assets at end of year	2012-12-31	$260,520
Total plan assets at beginning of year	2012-12-31	$226,370
Value of fidelity bond covering the plan	2012-12-31	$60,000
Other income received	2012-12-31	$34,250
Net income (gross income less expenses)	2012-12-31	$34,150
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$260,520
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$226,370
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
2011 : LAW OFFICES OF GREGORY KULIS PSP 2011 401k financial data
Total income from all sources	2011-12-31	$-18,077
Expenses. Total of all expenses incurred	2011-12-31	$275,217
Benefits paid (including direct rollovers)	2011-12-31	$275,067
Total plan assets at end of year	2011-12-31	$226,370
Total plan assets at beginning of year	2011-12-31	$519,664
Value of fidelity bond covering the plan	2011-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$-18,077
Net income (gross income less expenses)	2011-12-31	$-293,294
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$226,370
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$519,664
2010 : LAW OFFICES OF GREGORY KULIS PSP 2010 401k financial data
Total income from all sources	2010-12-31	$83,553
Expenses. Total of all expenses incurred	2010-12-31	$110,444
Benefits paid (including direct rollovers)	2010-12-31	$110,234
Total plan assets at end of year	2010-12-31	$519,664
Total plan assets at beginning of year	2010-12-31	$546,555
Value of fidelity bond covering the plan	2010-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$210
Other income received	2010-12-31	$83,553
Net income (gross income less expenses)	2010-12-31	$-26,891
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$519,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$546,555

Form 5500 Responses for LAW OFFICES OF GREGORY KULIS PSP

2022: LAW OFFICES OF GREGORY KULIS PSP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAW OFFICES OF GREGORY KULIS PSP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAW OFFICES OF GREGORY KULIS PSP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAW OFFICES OF GREGORY KULIS PSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAW OFFICES OF GREGORY KULIS PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAW OFFICES OF GREGORY KULIS PSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAW OFFICES OF GREGORY KULIS PSP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAW OFFICES OF GREGORY KULIS PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAW OFFICES OF GREGORY KULIS PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAW OFFICES OF GREGORY KULIS PSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAW OFFICES OF GREGORY KULIS PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAW OFFICES OF GREGORY KULIS PSP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAW OFFICES OF GREGORY KULIS PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREGORY E KULIS & ASSOCIATES LTD
Employer identification number (EIN):	363810065
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers